Original Author: LSTMaximalist
Translated | Odaily Ethan (@ethanzhang_web3)
Editor's Note: The 2025 tariff policy sweeps across the globe, bringing a "hot and cold" scenario to the crypto market - short-term liquidity tightening and mining cost surge, but potentially transforming Bitcoin from a "risk player" to a "value preservation king" in the long term. LSTMaximalist's latest article 《Tariffs, Trade Wars, and Bitcoin: How the New Macro Order Shapes Crypto》deeply analyzes how tariffs reshape market patterns and reveals Bitcoin's potential rise in the de-dollarization wave.
The following content is translated by Odaily, with some adjustments made to facilitate reader understanding.
Summary
The Trump administration's renewed tariffs in 2025 are changing the global economic landscape, with particularly significant impacts on the digital asset market. While tariffs were originally intended to protect local industries, their second and third-order effects ripple through financial markets, monetary policies, global capital flows, and technology supply chains, all closely related to the crypto economy. This report will deeply analyze how tariffs affect the crypto market, focusing on liquidity, mining economics, capital flows, monetary fragmentation, and Bitcoin's new role in the global financial order.
[The rest of the translation follows the same professional and precise approach, maintaining the original structure and meaning while translating to English.]Key Investment Indicators
VI. Conclusion: A New Paradigm for Currency?
Tariffs appear to be aimed at trade balance and industrial protection, but their chain reaction touches every corner of the global capital markets. For the crypto market, tariffs are not just a short-term risk event, but may catalyze a major reorganization of the global financial trajectory.
As trends of economic nationalism, trade fragmentation, and de-dollarization accelerate, the crypto-native concept of BTC as a "neutral currency" is becoming less distant. In a financially fragmented multipolar world, BTC as a sovereign-neutral reserve asset and energy settlement layer can not only survive but may potentially thrive.
Investors, miners, and protocol developers should adjust their strategies to adapt to this era of fluid liquidity, where monetary credibility and sovereign trust are being redefined.
